ADVISOR BIO

David R. Harridge is a registered representative with Edward Jones. David has been in the securities industry for over 6 years. David is currently registered in Arizona, California, Colorado, Florida, Georgia, Hawaii, Idaho, Minnesota, Nevada, New Jersey, Ohio, Oregon, Tennessee, Texas, Utah, and Virginia. David holds the Series 66, Series 7, and SIE exams.

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ADVISOR BIO

David Samuel Bleeck is an Investment Advisor Representative with Miracle Mile Advisors, LLC. David has been in the industry since June 2010. He has a Series 65 license and is registered with the state of California. David is affiliated with Miracle Mile Advisors, LLC, which has offices in Los Angeles and Santa Monica. David is experienced in providing financial planning and portfolio management services to a wide range of clients, including individuals, high-net-worth individuals, corporations, and pension plans. David is also a Certified Public Accountant and has experience in accounting and bookkeeping.

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ADVISOR BIO

David Coles is an Investment Advisor Representative with Wmbc in Irvine, California. David has been in the financial services industry since 2007. David earned Series 7 and 66 licenses, plus the SIE exam. David has experience working with high-net-worth individuals, corporations, and pension and profit sharing plans. David provides financial planning, portfolio management, and educational seminars.

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ADVISOR BIO

David Kanongataa is an Investment Advisor Representative, registered with Cuso Financial Services, LP. David has been in the industry since August 25, 2007. David is registered in 17 states and also holds licenses for both Series 66 and Series 7. David is an active advisor representative working out of the Thousand Oaks, CA office. In the past, David has also been registered with Kestra Investment Services, LLC, CUSO FINANCIAL SERVICES, L.P., WELLS FARGO ADVISORS, LLC, and WELLS FARGO INVESTMENTS, LLC.

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ADVISOR BIO

David Matthew Simula is a financial advisor with over 20 years of experience in the industry. David currently works at LPL Financial LLC in Folsom, CA. Previously, David has held positions at UnionBanc Investment Services, LLC, Global Atlantic Distributors, LLC, MWA Financial Services Inc., BBVA Compass Investment Solutions, Inc, Guaranty Brokerage Services, Inc., Capital Brokerage Corporation, Essex National Securities, Inc. and Princor Financial Services Corporation. David holds licenses for Series 63, Series 24, SIE and Series 7 exams. David specializes in providing financial advice to individuals, corporations, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. David also offers educational seminars and consulting services.

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ADVISOR BIO

David McCaman is a registered representative with Cambridge Investment Research Advisors, Inc. David is licensed to provide investment advice in California and Nevada. David has been in the financial services industry since 2016. David has a Series 66, Series 7 and SIE license. David's primary office is located at 1851 McCarthy Blvd #208, Milpitas, CA 95035.

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ADVISOR BIO

David Gomez is a registered representative with J.P. Morgan Securities LLC. David is licensed in California and Oregon. David has been working in the securities industry since April 11, 2016. David specializes in helping clients with their financial planning, retirement planning, and investment management needs.

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ADVISOR BIO

David Wohl is a financial advisor with Commonwealth Financial Network. David has been in the financial services industry since 2012. David has a wide range of experience and has worked with several firms, including Northwestern Mutual Investment Services, LLC, CUSO Financial Services, LP, and Sorrento Pacific Financial, LLC. David is registered with the state of California and holds several licenses including Series 7, 24, 52, 66, and SIE. David specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. David is committed to providing clients with the highest level of service and personalized attention.

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ADVISOR BIO

David Aburrow Tozer is an investment advisor representative at Cetera Investment Advisers LLC and has been in the industry for over 14 years. David holds the Series 6, 7, 63 and 65 licenses and the SIE exam. David is registered with the state of California and Texas as an Investment Advisor Representative and is also registered with the state of Alabama, Arizona, Colorado, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Louisiana, Maryland, Massachusetts, Missouri, Montana, Nevada, New Mexico, New York, North Carolina, North Dakota, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, and Washington as a Broker/Dealer. David is also affiliated with Santa Barbara Coastal Advisors and Tozer Wealth Management.

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ADVISOR BIO

David Bautista is a registered representative with Wells Fargo Clearing Services, LLC in VENTURA, CA. David Bautista has been in the securities industry since October 4, 2013. David Bautista is licensed in California. David Bautista holds the Series 6, Series 63 and SIE licenses.

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